Greater Boston Summit 2024

Sponsorship Opportunities

Greater Boston

Exit Planning Exchange Summit 2024

We are excited to announce that individual ticket registration is now open for the 2024 XPX Summit. Our pinnacle annual event is scheduled for May 14th, kicking off with lunch from 11:30 am – 12:30 pm. With Nutter again serving as our gracious host, we have lined up an incredible group of speakers who will share their expertise in a variety of session formats (e.g., fireside chats, “ted talk”, panel, etc.).

All the best,

Greg Romero
XPX Summit Chair

Check In & Networking Lunch

11:30am - 12:30pm

Welcome & Introductions

12:30pm - 1:00pm

Session 1


“Why I Hired You, Why I Fired You”

Host/Moderator: Gaby Jenkins, Co-Founder,
Waypoint Growth Advisors

Sharing Their Expertise:

- Tim Andersen, CEO of Vertical Mechanical Group

Session 2

1:45pm - 2:30pm

“Tools & Tech for Better Engagement”

Introduction: Paul Schmid, Partner at ArentFox Schiff LLP


“Ted-Talk” Speaker:

- Luis Cortes, Marketing Executive at Red Hat (IBM), AI expert, investor and serial entrepreneur

Networking Break

2:30pm - 3:00pm

Session 3

3:00pm - 3:45pm

"Building Better Client Relationships"

Host/Moderator: Greg Romero, Founder and Principal of Romero Solutions Group

Sharing Their Expertise:

- Victoria Nessen, Director of Marketing and Growth, CFAR: Coaching and Consulting

- Ken Foraste, Chief Executive Officer of The Coyle Company

Session 4

3:45pm - 4:30pm

“Building and Transitioning Your Practice”

 Host/Moderator – Josh French, Partner at Nutter, McClennen & Fish

Sharing Their Expertise:

- Sarah Grossman, Principal and Owner of BayState Business Brokers

Closing Speaker

4:30pm - 5:00pm

“State of the Economy”

Sponsor Introductions:

- Derek Mohamed, MD, Private Wealth Advisor & Leland Mindnich, VP, Private Wealth Advisor of Mohamed Merola Private Wealth (JP Morgan)


Sharing Their Expertise:

- Stephen Jury, Senior Strategist at JP Morgan

Networking Reception

5:00pm - 7:00pm

Summit Venue Host

Summit Sponsors